Conga
163 Case Studies
A Conga Case Study
The Pharmaceutical Company needed a better way to manage a manual, time-consuming patient support program. Before working with Conga, the team relied on Word documents and macros to create long, complex patient therapy coverage documents, mail them manually, and spend significant effort updating patient records each year. The process was error-prone and labor intensive, requiring about 300 temporary workers annually.
Using Conga Composer, along with Conga Trigger and Conga Batch, the Pharmaceutical Company automated document generation, summary creation, and bulk communications directly from Salesforce. Conga streamlined end-of-year verification, allowed the team to generate complete document sets with one click, and send 500+ documents at once. The result was major time savings, improved accuracy, and 70% fewer temporary workers needed for annual follow-up and database updates.
Pharmaceutical Company